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Microsoft Teams is a central part of our Technology Stack - how do we integrate it into the Planview Portfolios?

  • May 30, 2026
  • 4 replies
  • 83 views

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Microsoft Teams is a central part of our Technology Stack - how do we integrate it into the Planview Portfolios?

We originally deployed ProjectPlace but it has been forsaken because Teams has the document storage, better chat functionality, recording of meetings etc. 

 

4 replies

pamela.sargent
Gold Knowledge Guru
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  • Gold Knowledge Guru
  • June 1, 2026

@margotrogers - great question as we too are starting to utilize more of the Teams technology stack. I love that ProjectPlace can integrate with Teams. Within channels for specific teams we have added the PP app so users can access it directly from Teams and not leave. This has been a nice selling point. I feel that having a true project plan (WBS structure) with kanban board works well.  Did your teams not need the wbs structure?

Will be interested in what others have to share and what a Planview Falcon can help with as well, because I do believe many of us are probably falling into this area of needed support. 

Thank you,
Pam Sargent
NASCO


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  • Author
  • Bronze Innovator
  • June 1, 2026

Where is the documentation on that? Very interesting and not sure why CSM hasn’t shared that before

 


pamela.sargent
Gold Knowledge Guru
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  • Gold Knowledge Guru
  • June 1, 2026

@margotrogers Here is the page about ProjectPlace integrations: https://success.planview.com/Planview_ProjectPlace/Integrations/01_Third_Party_Integrations_with_Projectplace

It has a link to download the app.  Not sure how your company works but for here at NASCO I submitted a request to my IT team who manages the MS Teams application asking them to allow the access to the ProjectPlace app.  Once it is turned on then you can add it at the top of a team channel and then it shows the PP workspace within the channel window.  Pretty slick. 


millertj2
Gold Active Participant
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  • Gold Active Participant
  • June 8, 2026

We’re hearing the same from some of our users. Teams has become the primary collaboration hub for chat and meetings so stronger integration with Planview would be great.

ProjectPlace has useful collaboration features, but in practice many teams are already working in Teams. We’re also hearing similar questions around AgilePlace. Better integration across Planview Portfolios, ProjectPlace, and AgilePlace would help bridge that gap and make it easier for users to stay in their preferred workspace while still maintaining visibility and governance.

You’re definitely not alone in this ask.